arXiv:2607.23733cs.CYcs.AI2026-07

用三维度框架帮企业判断哪个AI项目该做,避免盲目投入。

AI Strategy: How to Choose What AI Product to Implement

  • 拆解AI项目为价值、成功率、投入三要素分别评估
  • 九位数年收入的推荐系统靠此框架被选中落地
  • 适合决策者在不确定中筛选高潜力AI项目

企业常难以抉择真正有价值的AI项目:两个看似同等有前景的方案,实际却应做出相反选择。在住宅地产经纪公司Compass,一个名为Likely-to-Sell的推荐系统成功带来九位数年佣金收入,而另一个时间估价工具则被合理搁置。单纯依赖粗略的ROI估算无法区分二者。本文提出预期回报率(eROI)框架,将每个项目分解为三个可独立评估的维度:若成功带来的价值、成功的可能性、所需投入。每项对应一个可提前回答的问题:若成功有多重要?有多大可能成功?实现要花多少?分离这三个维度打破常见困境——团队无法预估回报,除非先验证可行性;但又无法验证,除非先实施。单独评估成功价值即可跳出循环,让团队在权衡可行性的同时论证其潜在价值。框架还要求在排序前确认是否有足够优质项目,排序后引导构建投资组合,而非只投单一首选项。我们在Compass的候选项目上验证了该方法。尽管精确的回报预测因AI项目的不确定性而困难,但在业务层面进行粗略评分已足以识别强弱项目。

原文摘要 · Abstract (English)

Firms struggle to choose AI projects that pay off: two projects can look equally promising to smart, motivated stakeholders and yet deserve opposite decisions. At the residential real-estate brokerage Compass, one AI product (Likely-to-Sell recommendations) flagged sales outreach opportunities and went on to account for nine figures in annual gross commission revenue. Another championed AI product (a Time-on-Market pricing tool) was rightly shelved. A simple ROI estimate could not distinguish the two. We present expected ROI (eROI), a framework that decomposes each bet into three components and rates them separately: Value if Successful, Likelihood of Success, and Investment Required. Each maps to a question executives can answer before building: How valuable would it be if it worked? How likely is it to work? And what would it cost to implement? Separating the three breaks a common catch-22: teams cannot estimate ROI until they know whether a project will work, yet cannot know whether it will work without building it. Judging Value if Successful on its own dissolves the loop, letting a team argue that a product would be valuable if it worked while it weighs how likely that is. The framework also asks, before ranking anything, whether there are enough good ideas on the table. After ranking, it guides assembling a portfolio of bets rather than funding only the single top-ranked project. We illustrate eROI on Compass's candidate AI products. Precise ROI estimates are hard to make given the inherent uncertainty of AI projects. Coarse business-level ratings of the three components are enough to tell strong bets from weak ones.

AI战略决策框架ROI评估

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